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David at Imperial Beach  

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  • Tesla: Importance Of The GigaFactory [View article]
    Making paper.

    It had nothing to do with making automobiles. From http://bit.ly/1LQImGY

    "By the time the final assembly line was shifted from Highland Park to the Rouge in 1927, the year in which Model A manufacture began, the complex had been expanded to include a glass plant; a cement plant; a paper mill; a coke by-products plant which produced cosmetics, laxatives, and aspirin; a motor assembly plant; an open hearth steel mill; and a steel rolling mill."
    Feb 5, 2015. 01:31 PM | 2 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    How does a drive train failure (assuming for argument's sake one actually exists) suddenly become a safety issue? Are you expecting shrapnel from a gear failure to suddenly explode through the back seat or something? ICE engines die on the road too, and the vehicle coasts safely to a gentle stop unless the driver is doing something completely crazy. In Tesla's case, computer sensors are likely to detect most out-of-spec conditions such as heat buildup before true failure occurs.
    Feb 5, 2015. 12:08 PM | 3 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    CP is blinded by the light.
    Feb 5, 2015. 12:02 PM | 3 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    If they fire him he might just take his basketball with him and go home. He's the top individual shareholder with 1,084,129 shares. I think you're getting a bit too arrogant.
    Feb 5, 2015. 12:01 PM | 3 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    When ICE manufacturers start replacing engines under warranty because they make noises, then I'll be impressed with their after-sales service too.
    Feb 5, 2015. 11:48 AM | 3 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    Tippy, you obviously fail to realize how difficult it is to grow a highly capitalized company worldwide. If it were just a matter of adding a third shift and squeeze an extra four hours per day out of the Fremont factory they could do that. But it's not. (They're already running two 10 hour shifts, so they're running the factory 20 hours a day and thus only have 4 hours of slack.) Tesla has to coordinate each of its suppliers to ramp up synchronously. This is particularly a problem for Panasonic, who is constrained on the number of batteries they can supply. But everything from seats to carpets to window motors also have to be available in the right quantities too, and bottlenecks can develop in any of thousands of suppliers for tens of thousands of parts. Then there is the field organization that must also be grown commensurate with the number of deliveries in each region. This affects the service centers primarily. They must stock more spare parts and those parts have to be built before they can be stocked. They also have to hire the service personnel, and no matter how you do it, that takes a certain amount of time per new hire.

    It may seem excruciatingly slow to someone used to how Apple orders millions of iPhones out of China and then has them drop-shipped throughout the world in a hands-off operation, but Apple has to do very little after-sales support, and China has a massive manufacturing capability already in place for smartphones, and Apple has to pay out a mere pittance in terms of capital investment compared to a vehicle manufacturer.
    Feb 5, 2015. 11:38 AM | 2 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    I thought that was a hoot as well. When has it been a selling point that your vehicle is so unexciting that you aren't even inspired to drive the speed limit?
    Feb 5, 2015. 11:24 AM | 2 Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    Anton is spending too much time playing Angry Birds on his 4G phone.

    "Can you imagine if your smartphone was still on 3G today?" Yes, I can because I still have my 3G phone and it works just fine, thanks. I tried 4G and, funny thing, it drops back to 3G in my home. Apparently you have to be standing right under a cell phone tower for it to work!

    As for the rest of his hatchet-job, other commenters have adequately addressed the sheer idiocy of the comparison.
    Feb 5, 2015. 11:17 AM | 5 Likes Like |Link to Comment
  • The Dollar Drive Is Done - Buy The PowerShares DB US Dollar Bearish ETN [View article]
    Good luck on your investments. I hope your right because I too am convinced that the dollar is overpriced. But I don't foresee an immediate swing back. I always considered a Grexit a suicidal move anyway, and highly unlikely due to the unfavorable position it would put Greece in. The eurozone still has considerable sorting out to do with Greece and the other PIIGS as well. I actually see the problem as Germany failing to invest or buy the assets of its neighbors, and I don't foresee them changing their holier-than-thou attitudes any time soon. What I do think will happen is that the global economy will become so manifestly awful that the Fed will have to forego any raising of rates. Everybody and his uncle is running scared except the Fed, and the Fed raising rates this year or next would be most unhelpful. But for some reason the Fed doesn't mind starving US exports, so they keep jawboning for higher rates.
    Feb 5, 2015. 10:48 AM | Likes Like |Link to Comment
  • Tesla's Growth Might Take Longer Than Anticipated [View article]
    FCV is a non-starter purely from a safety viewpoint. Do you really want to power a consumer product with an odorless, colorless, highly flammable gas that is hard to contain and must be highly compressed just to fit a tank of it into a vehicle? I didn't think so.
    Feb 3, 2015. 04:30 PM | 11 Likes Like |Link to Comment
  • Is a strong dollar a boost to Tesla Motors? [View news story]
    Kandi is RENTING not selling.
    Feb 2, 2015. 11:49 AM | 7 Likes Like |Link to Comment
  • Is a strong dollar a boost to Tesla Motors? [View news story]
    Just because the yen is dropping like a stone doesn't mean that Panasonic's raw materials costs are dropping in dollar terms. Who cares what Tesla is paying Panasonic in yen terms? It's dollars that actually get transacted, and the strong dollar should mean that Tesla is paying fewer of them because of cheaper commodity prices in dollar terms.

    However, I doubt very much that "70% of Tesla's component costs are from international suppliers". Supposedly Tesla is one of the most American of all vehicles. This little factoid flies in the face of what's previously been reported.

    On the retail side, it's not clear at all that retail sales are split 50-50 between domestic and foreign. Recent sales pushes have mostly ended up pumping sales in the US to make up for lackluster sales overseas.
    Feb 2, 2015. 11:48 AM | 9 Likes Like |Link to Comment
  • Risk Of Grexit And GLD [View article]
    I agree that not all the potential mayhem has been priced in, but I disagree that a Grexit will solve anything for either Greece or the euro. Greece has much more power over its creditors by staying in the euro and forcing Germany to capitulate. If a Grexit takes place, it will be followed in quick succession by a Prexit, an Irexit, an Itexit, and a Spexit, and maybe even a Frexit. Everybody in Europe knows that, especially the creditors. That's why they'll do practically anything to hold the eurozone together.
    Jan 28, 2015. 01:04 AM | 4 Likes Like |Link to Comment
  • Risk Of Grexit And GLD [View article]
    He didn't mention Russia selling gold because Russia isn't selling, it is buying! They aren't trying to defend the ruble at all. It serves their purpose to have the ruble devaluing even faster than the euro so that the Europeans don't get an export advantage over them.
    Jan 28, 2015. 12:58 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Microsoft Profit Stung By Sluggish Windows [View article]
    Windows 8 is so bad they renamed Windows 8.2 and called it Windows 10. 8+2 = 10.
    Jan 27, 2015. 10:28 AM | 4 Likes Like |Link to Comment
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